Note: This article is part of Morningstar's January 2015 5-Point Retirement Portfolio Checkup special report. Anyone who's ever gotten lost while traveling in an unfamiliar city or foreign country ...

CalPERS’ board and staff began discussions Tuesday for what will be a three-year process to determine how the nation’s largest defined benefit plan allocates its assets. When all is completed in the ...

Typically, moderate allocations are tracked against a 60/40 equity/fixed income benchmark. Ideally, while constructing such allocations, a manager would attempt to outperform by tactically ...

Our flexible global income fund outperformed its custom benchmark in Q1 2025, driven by strong equity selection and tactical asset allocation. We maintained a diversified portfolio with a 31% equity ...

Much of the heavy lifting of investing centers on choosing the right assets for your portfolio. How those investments perform can influence your short-term decision-making and long-term outcomes.

OPTrust, which manages assets of the Ontario Public Service Employees Union Pension Plan, Toronto, returned 12% in 2014, vs. its custom benchmark’s 6.2% return and its 2013 return of 11.7%. Assets ...

Note: This article is part of Morningstar’s Guide to Saving for Retirement. An earlier version appeared on Jan. 28, 2015. Anyone who's ever gotten lost while traveling in an unfamiliar city or foreign ...